Financial Advisor in sales

Company Description Leadway is one of Nigeria’s largest non-banking financial services providers, known for customer-centric service, operational excellence, and strong business performance. As a diversified holding company, Leadway operates across life and non-life insurance, pension fund administration, health management, asset management, and wills and trusts services. Its associate companies include Leadway Assurance, Leadway Pensure, Leadway Health, Leadway Capital and Trusts, Leadway Asset Management, Leadway Properties and Investments, Ankara (HMO Côte d’Ivoire), and Leadwayassurance (Côte d’Ivoire). Leadway serves both individual and corporate clients across key sectors such as construction, manufacturing, oil and gas, shipping, aviation, and government ministries and agencies. The organization offers professionals the opportunity to grow their careers within a well-established and respected financial services group.

Role Description

This full-time Financial Advisor (Sales) role is based in Lagos and operates on a hybrid model, combining in-office work with some work-from-home flexibility. The Financial Advisor is responsible for identifying prospective clients, building and maintaining long-term relationships, and promoting Leadway’s portfolio of financial products and services. Daily activities include assessing prospective client financial goals, providing tailored financial planning and advisory services, and recommending suitable insurance, investment, and retirement solutions. The role involves conducting prospective client meetings, preparing proposals, following up on leads, and meeting agreed sales and performance targets. The Financial Advisor will also collaborate with internal teams to ensure seamless onboarding, ongoing client support, and compliance with regulatory and company policies.

Qualifications

• Strong financial planning and financial advisory skills, with the ability to assess prospective client needs and recommend appropriate solutions.
• Solid understanding of finance and investments, including risk and return, product features, and portfolio diversification.
• Knowledge of retirement planning concepts and tools, and ability to guide clients toward long-term financial security.
• Excellent communication, presentation, and interpersonal skills, with a client-focused and ethical approach to sales.
• Proven experience in financial services sales or related fields; prior experience in insurance, pensions, or asset management is an advantage.
• Ability to work with targets, manage a sales pipeline, and use CRM or related tools to track client interactions.
• Good analytical and numerical skills, with proficiency in basic office productivity software (e.g., spreadsheets, presentations).
• Bachelor’s degree or HND in Finance, Economics, Business, or a related discipline; relevant professional certifications are a plus.
• Comfort working in a hybrid environment based in Lagos, with the ability to manage time and responsibilities independently.